Financial planning expert
Updated within 3 months
HK $30K-60K/Month
Job benefits
5-day week
Birthday leave
Extra paternity leave
PRC holidays
Job Description
View more
Portfolio Planning
Investment Products
Financial Planning
Retirement Planning
Project Analysis
English
Air NG
Sun Life·財富及風險管理師
Active within 7 days
Company Overview
Sun Life: A century-old financial giant, leading the new era of wealth management
Founded in 1865, Yung Ming Financial, the oldest cross-border life insurance company in Hong Kong (established in Hong Kong in 1892), has set industry benchmarks with its 160-year solid foundation. We have been named to the "Global 100 Most Sustainable Companies" for 16 consecutive years and have been awarded the highest MSCI ESG AAA rating, demonstrating our commitment to long-term value.
Financial strength leading the industry
152% solvency ratio (more than twice the regulatory requirement), with top credit ratings from S&P AA and Moody's Aa3
ROE reaches 17.2% (30% above the industry average), EPS $4.89, first in the industry, and a 47% total return for shareholders over 5 years
AUM of $1.13 trillion, empowered by over 800 professional investment teams globally
Hong Kong market leader
2024 year-on-year growth of 90% (market 3.2 times), the agent channel remains in the top five in Hong Kong
High net worth business absolute advantage: Over one billion yuan in insurance policies account for 11.9%, and insurance policies with a value of tens of millions of yuan account for 30.9% of the first year's premiums
One in eight Hong Kong residents is a customer, and the MPF market share is third
Agent empowerment system
Yongmingui Sun Gateway: 23,000 square feet of high-end wealth management center, serving billion-dollar customers
Exclusive training resources: Co-host the first family office course in Hong Kong with Hang Seng University, cultivating professional talents
Innovative service support:
⭐ Market exclusive "original dividend guarantee" savings product
⭐ eSun Bo Medical Support (covering over 4,200 hospitals in the mainland)
⭐ Asia-Pacific's first family office forum organizer
Join us and share the growth dividend
Yong Ming Financial is expanding the market at a leading 90% growth rate in Hong Kong, and is now recruiting elite agents to provide you with:
✅ Industry-leading training and digital display business tools
✅ Sustainable Development Financial Product Matrix
Partner with a century-old financial platform to define the new future of wealth management!
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